Filed: 7/17/2025ACC: 0001104659-25-068598
📋 What this filing means
CAPITAL INSIGHT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $575.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
162
Positions
$575.40M
Total AUM (reported)
6.13M
Total Shares
Allocation by class
COM$194.77M33.9%
FIS CHRISTIAN$30.17M5.2%
NATIONAL MUN ETF$27.04M4.7%
CORE US AGGBD ET$26.90M4.7%
CL A$19.72M3.4%
CORE S&P500 ETF$18.91M3.3%
MTG-BKD SECS ETF$15.78M2.7%
Portfolio Concentration
Top 3$84.12M14.6%
4–10$104.47M18.2%
11–25$137.44M23.9%
Rest$249.37M43.3%
Top 3 weight
14.6%
Top 10 weight
32.8%
Voting Authority Distribution
Total shares with voting rights: 6.13M
Sole
Full voting authority
5.36M
shares
% of voting shares87.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
768.29K
shares
% of voting shares12.5%
Investment Discretion (by position count)
Sole162
Shared0
Other0
Dominant voting typeSole · 87.5% of voting shares
Institutional Holdings162
Rows:
NEOS ETF TRUST
SOLEShares985.15K
TypeSH
Market value$30.17M
5.24%
Sole
965.63K
Shared
0.00
None
19.52K
ISHARES TR
SOLEShares258.85K
TypeSH
Market value$27.04M
4.70%
Sole
249.24K
Shared
0.00
None
9.61K
ISHARES TR
SOLEShares271.22K
TypeSH
Market value$26.90M
4.68%
Sole
256.28K
Shared
0.00
None
14.94K
ISHARES TR
SOLEShares30.45K
TypeSH
Market value$18.91M
3.29%
Sole
27.48K
Shared
0.00
None
2.97K
VANGUARD SCOTTSDALE FDS
SOLEShares340.50K
TypeSH
Market value$15.78M
2.74%
Sole
325.48K
Shared
0.00
None
15.02K
VANGUARD BD INDEX FDS
SOLEShares196.44K
TypeSH
Market value$15.19M
2.64%
Sole
186.09K
Shared
0.00
None
10.35K
ISHARES TR
SOLEShares298.41K
TypeSH
Market value$14.52M
2.52%
Sole
285.84K
Shared
0.00
None
12.57K
NVIDIA CORPORATION
SOLEShares91.32K
TypeSH
Market value$14.43M
2.51%
Sole
63.63K
Shared
0.00
None
27.69K
SELECT SECTOR SPDR TR
SOLEShares51.63K
TypeSH
Market value$13.07M
2.27%
Sole
49.61K
Shared
0.00
None
2.02K
APPLE INC
SOLEShares61.25K
TypeSH
Market value$12.57M
2.18%
Sole
58.72K
Shared
0.00
None
2.54K
ISHARES TR
SOLEShares132.44K
TypeSH
Market value$12.27M
2.13%
Sole
126.57K
Shared
0.00
None
5.87K
MICROSOFT CORP
SOLEShares20.92K
TypeSH
Market value$10.40M
1.81%
Sole
20.02K
Shared
0.00
None
895.00
META PLATFORMS INC
SOLEShares14.08K
TypeSH
Market value$10.40M
1.81%
Sole
13.48K
Shared
0.00
None
606.00
ISHARES TR
SOLEShares124.08K
TypeSH
Market value$9.59M
1.67%
Sole
115.34K
Shared
0.00
None
8.74K
SELECT SECTOR SPDR TR
SOLEShares111.41K
TypeSH
Market value$9.45M
1.64%
Sole
106.61K
Shared
0.00
None
4.81K
INTUITIVE SURGICAL INC
SOLEShares17.14K
TypeSH
Market value$9.31M
1.62%
Sole
12.46K
Shared
0.00
None
4.68K
JPMORGAN CHASE & CO.
SOLEShares31.42K
TypeSH
Market value$9.11M
1.58%
Sole
29.64K
Shared
0.00
None
1.79K
ISHARES TR
SOLEShares170.78K
TypeSH
Market value$9.10M
1.58%
Sole
161.32K
Shared
0.00
None
9.46K
BOOKING HOLDINGS INC
SOLEShares1.56K
TypeSH
Market value$9.01M
1.57%
Sole
1.50K
Shared
0.00
None
59.00
SELECT SECTOR SPDR TR
SOLEShares107.70K
TypeSH
Market value$8.72M
1.52%
Sole
103.40K
Shared
0.00
None
4.30K
CASEYS GEN STORES INC
SOLEShares16.82K
TypeSH
Market value$8.58M
1.49%
Sole
11.73K
Shared
0.00
None
5.09K
ORACLE CORP
SOLEShares37.36K
TypeSH
Market value$8.17M
1.42%
Sole
35.98K
Shared
0.00
None
1.38K
SELECT SECTOR SPDR TR
SOLEShares60.60K
TypeSH
Market value$8.17M
1.42%
Sole
57.97K
Shared
0.00
None
2.63K
ALPHABET INC
SOLEShares43.82K
TypeSH
Market value$7.72M
1.34%
Sole
42.16K
Shared
0.00
None
1.66K
INTERCONTINENTAL EXCHANGE IN
SOLEShares40.53K
TypeSH
Market value$7.44M
1.29%
Sole
32.03K
Shared
0.00
None
8.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEOS ETF TRUSTSOLE | FIS CHRISTIAN | 985.15K | SH | $30.17M 5.24% | 965.63K | 0.00 | 19.52K |
ISHARES TRSOLE | NATIONAL MUN ETF | 258.85K | SH | $27.04M 4.70% | 249.24K | 0.00 | 9.61K |
ISHARES TRSOLE | CORE US AGGBD ET | 271.22K | SH | $26.90M 4.68% | 256.28K | 0.00 | 14.94K |
ISHARES TRSOLE | CORE S&P500 ETF | 30.45K | SH | $18.91M 3.29% | 27.48K | 0.00 | 2.97K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 340.50K | SH | $15.78M 2.74% | 325.48K | 0.00 | 15.02K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 196.44K | SH | $15.19M 2.64% | 186.09K | 0.00 | 10.35K |
ISHARES TRSOLE | CORE 1 5 YR USD | 298.41K | SH | $14.52M 2.52% | 285.84K | 0.00 | 12.57K |
NVIDIA CORPORATIONSOLE | COM | 91.32K | SH | $14.43M 2.51% | 63.63K | 0.00 | 27.69K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 51.63K | SH | $13.07M 2.27% | 49.61K | 0.00 | 2.02K |
APPLE INCSOLE | COM | 61.25K | SH | $12.57M 2.18% | 58.72K | 0.00 | 2.54K |
ISHARES TRSOLE | JPMORGAN USD EMG | 132.44K | SH | $12.27M 2.13% | 126.57K | 0.00 | 5.87K |
MICROSOFT CORPSOLE | COM | 20.92K | SH | $10.40M 1.81% | 20.02K | 0.00 | 895.00 |
META PLATFORMS INCSOLE | CL A | 14.08K | SH | $10.40M 1.81% | 13.48K | 0.00 | 606.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 124.08K | SH | $9.59M 1.67% | 115.34K | 0.00 | 8.74K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 111.41K | SH | $9.45M 1.64% | 106.61K | 0.00 | 4.81K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 17.14K | SH | $9.31M 1.62% | 12.46K | 0.00 | 4.68K |
JPMORGAN CHASE & CO.SOLE | COM | 31.42K | SH | $9.11M 1.58% | 29.64K | 0.00 | 1.79K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 170.78K | SH | $9.10M 1.58% | 161.32K | 0.00 | 9.46K |
BOOKING HOLDINGS INCSOLE | COM | 1.56K | SH | $9.01M 1.57% | 1.50K | 0.00 | 59.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 107.70K | SH | $8.72M 1.52% | 103.40K | 0.00 | 4.30K |
CASEYS GEN STORES INCSOLE | COM | 16.82K | SH | $8.58M 1.49% | 11.73K | 0.00 | 5.09K |
ORACLE CORPSOLE | COM | 37.36K | SH | $8.17M 1.42% | 35.98K | 0.00 | 1.38K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 60.60K | SH | $8.17M 1.42% | 57.97K | 0.00 | 2.63K |
ALPHABET INCSOLE | CAP STK CL A | 43.82K | SH | $7.72M 1.34% | 42.16K | 0.00 | 1.66K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 40.53K | SH | $7.44M 1.29% | 32.03K | 0.00 | 8.50K |
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